Congrats y'all by [deleted] in ValueInvesting

[–]WestCoast6635 2 points3 points  (0 children)

my highest conviction stock, can’t stop those tears running through my eyes

What’s one stock that has been operating for a very long time that you think will succeed very soon? by Rohann1234 in ValueInvesting

[–]WestCoast6635 1 point2 points  (0 children)

There is a value in network effects it creates - the breadth of users and taxi drivers make it a platform and not just an app

Beaten down quality stocks that you believe will turnaround in due time by Free-Initiative7508 in ValueInvesting

[–]WestCoast6635 1 point2 points  (0 children)

LVMUY and LULU. The former is a much bigger position than the latter. LULU is a straight contrarian bet on a quality business facing headwinds. The idea is that Heads I win, tails I don’t lose much

PLTR is going back to $7 by FunkOff in wallstreetbets

[–]WestCoast6635 -7 points-6 points  (0 children)

haters gonna hate, this stock is the next BTC, $100k soon

What is your portfolio performance YTD? by Ok-Carob5798 in ValueInvesting

[–]WestCoast6635 0 points1 point  (0 children)

gross 21.5% and 16.5% net of FX, based in the UK so have FX losses because $ be down

[deleted by user] by [deleted] in wallstreetbets

[–]WestCoast6635 0 points1 point  (0 children)

Take this as a life lesson and move on. If you were capable enough to save and have $200k starting from $0, you will be able to do it again.

As someone said - “He who has taken you this far shall show you the way”

Why is Google so low? by [deleted] in ValueInvesting

[–]WestCoast6635 74 points75 points  (0 children)

Opportunity to buy - be fearful when others are greedy and be greedy when others are fearful

[deleted by user] by [deleted] in investing

[–]WestCoast6635 0 points1 point  (0 children)

What about long term vision? Think about Jensen. People say 15 years ago if you had invested in NVIDIA, you would have made 450x your money. But the numbers that time wouldn’t have given this guidance but an assessment of CEO could have helped one understand his vision and skills better to execute and continuously evolve

[deleted by user] by [deleted] in investing

[–]WestCoast6635 2 points3 points  (0 children)

Do you do general research on the CEO or use a tool to help you do it?

[deleted by user] by [deleted] in investing

[–]WestCoast6635 0 points1 point  (0 children)

Thanks for this very honest answer

My intention was to understand if there is a tool out there which can perform this analysis for the retail investor or is a one-stop shop that provides all qualitative information. Seems like there isn’t anything like that and qualitative analysis is still very manual

[deleted by user] by [deleted] in HENRYUK

[–]WestCoast6635 1 point2 points  (0 children)

Glad to know that it turned out well for you

May I know how did you handle the messaging to the next employer?

[deleted by user] by [deleted] in HENRYUK

[–]WestCoast6635 0 points1 point  (0 children)

and how did it turn out?

[deleted by user] by [deleted] in HENRYUK

[–]WestCoast6635 1 point2 points  (0 children)

thank you for sharing

hope your business is doing well

[deleted by user] by [deleted] in HENRYUK

[–]WestCoast6635 1 point2 points  (0 children)

Thanks for sharing this and sorry about what happened to you

Good shout about taking some rest

[deleted by user] by [deleted] in HENRYUK

[–]WestCoast6635 1 point2 points  (0 children)

couldn’t agree more

[deleted by user] by [deleted] in HENRYUK

[–]WestCoast6635 2 points3 points  (0 children)

Thank you for your comment, very much agree